Not sure what to make of the WSJ’s report on Anthropic’s draft IPO prospectus:
The company is on the hook to pay around $450 billion in cloud computing agreements over the next seven to ten years. The bulk of these deals are noncancelable.
Not great. They probably should’ve built data centers a year ago like OpenAI did. I don’t believe AI is a bubble, but this IPO makes it feel like it, and a lot of companies will fail.
Not sure what to make of the WSJ’s report on Anthropic’s draft IPO prospectus:
The company is on the hook to pay around $450 billion in cloud computing agreements over the next seven to ten years. The bulk of these deals are noncancelable.
Not great. They probably should’ve built data centers a year ago like OpenAI did. I don’t believe AI is a bubble, but this IPO makes it feel like it, and a lot of companies will fail.
| # | Наименование новости | Тональность | Информативность | Дата публикации |
|---|---|---|---|---|
| 1 | Anthropic Races Toward Record IPO as AI Valuations Hit Uncharted Territory | 0 | 13.66 | 22-08-2026 |
| 2 | Anthropic Reveals $80.7 Billion Loss, $16.3 Billion in Revenue in IPO Filing | 0 | 11.82 | 26-10-2026 |
| 3 | Anthropic eyes going public as it files official submission to SEC | 0 | 10.95 | 01-06-2026 |
| 4 | Anthropic’s $2 Trillion IPO Ambition: Can Explosive Revenue Growth Justify the Biggest Debut Ever? | 0 | 11.68 | 22-08-2026 |
| 5 | Anthropic files for potentially the biggest IPO ever as CEO warns of risk to humanity from AI | 0 | 5.57 | 26-10-2026 |
| 6 | XAI Will Breakeven by Renting AI Data Center to Anthropic | 0 | 5.49 | 06-05-2026 |
| 7 | AI giant Anthropic files for an IPO that could break records | 0 | 6.4 | 26-10-2026 |
| 8 | Anthropic's IPO filing reveals $16.3B revenue, $80.7B loss and $800B compute plans | 0 | 13.25 | 26-10-2026 |
| 9 | Anthropic метит выше SpaceX — к IPO капитализация ИИ-стартапа может взлететь до $2 трлн | 0 | 13.04 | 13-08-2026 |